Johnson Financial Group Inc (Wisconsin)’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-511
| Closed | -$39.7K | – | 878 |
|
|
2025
Q1 | $39.7K | Buy |
+511
| New | +$39.7K | ﹤0.01% | 654 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$129 | – | 971 |
|
|
2023
Q4 | $129 | Buy |
+2
| New | +$129 | ﹤0.01% | 893 |
|
|
2022
Q1 | – | Sell |
-1,614
| Closed | -$98K | – | 795 |
|
|
2021
Q4 | $98K | Sell |
1,614
-233
| -13% | -$14.1K | 0.01% | 369 |
|
|
2021
Q3 | $110K | Hold |
1,847
| – | – | 0.01% | 321 |
|
|
2021
Q2 | $114K | Sell |
1,847
-2,058
| -53% | -$127K | 0.01% | 328 |
|
|
2021
Q1 | $238K | Buy |
+3,905
| New | +$238K | 0.02% | 251 |
|
|
2019
Q3 | – | Sell |
-373
| Closed | -$21K | – | 596 |
|
|
2019
Q2 | $21K | Buy |
+373
| New | +$21K | ﹤0.01% | 402 |
|